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Portfolio (Quarterly) Guide ↗

TWO SIGMA INVESTMENTS, LP

· CIK 0001179392
13F Portfolio $138.1B AUM 5,017 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 1084 New 1931 Added 1761 Reduced 613 Exited
Page 52 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 KC KINGSOFT CLOUD HLDGS LTD Technology 14,227.0 $129K NEW $9.05 +25.9%
1022 DCTH DELCATH SYS INC Healthcare 10,054.0 $127K NEW $12.59 +35.4%
1023 UPLAND SOFTWARE INC 26,790.0 $125K NEW $4.67
1024 ELPC COMPANHIA PARANAENSE DE ENER Utilities 10,673.0 $124K NEW $11.65 -9.0%
1025 AUR CALL AURORA INNOVATION INC Technology 18,000.0 $123K NEW $6.82 +2.2%
1026 SEAT VIVID SEATS INC Communication Services 18,299.0 $119K NEW $6.52 +7.4%
1027 SBS COMPANHIA DE SANEAMENTO BASI Utilities 20,495.0 $118K NEW $5.78 -20.8%
1028 TELIX PHARMACEUTICAL LTD 10,233.0 $118K NEW $11.53
1029 IMA IMAGENEBIO INC Healthcare 19,900.0 $117K NEW $5.90 -5.4%
1030 EDESA BIOTECH INC 14,032.0 $114K NEW $8.13
1031 CVV CVD EQUIP CORP Industrials 15,053.0 $112K NEW $7.43 +8.2%
1032 NRXP NRX PHARMACEUTICALS INC Healthcare 26,429.0 $108K NEW $4.09 -16.1%
1033 AUR PUT AURORA INNOVATION INC Technology 15,600.0 $106K NEW $6.82 +2.2%
1034 NTIP NETWORK-1 TECHNOLOGIES INC Industrials 71,500.0 $105K NEW $1.47 +3.4%
1035 SENS SENSEONICS HLDGS INC Healthcare 18,331.0 $104K NEW $5.68 +41.4%
1036 SNAL SNAIL INC Technology 163,123.0 $101K NEW $0.62 +396.6%
1037 SBET SHARPLINK INC Financial Services 20,232.0 $97K NEW $4.80 +35.6%
1038 ANGX ANGEL STUDIOS INC. Communication Services 25,978.0 $95K NEW $3.67 +28.3%
1039 OFIX ORTHOFIX MED INC Healthcare 10,389.0 $95K NEW $9.14 +9.7%
1040 DTI DRILLING TOOLS INTL CORP Energy 49,038.0 $95K NEW $1.93 +33.2%
Page 52 of 55  ·  1,084 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.3%
Financial Services 16.6%
Healthcare 13.9%
Industrials 13.3%
Consumer Cyclical 11.3%
Basic Materials 4.6%
Energy 4.4%
Consumer Defensive 3.8%
Real Estate 3.3%
Communication Services 3.0%